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Disclosery

Prospera Financial Services Inc: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Prospera Financial Services Inc on XLE, newest first. How the timeline and the estimate are built.

Prospera Financial Services Inc held 172,618 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 172,618 shares
    Change vs previous 13F +18,226 shares

    0.13% of the 13F portfolio, value $9,170,246.

    13F-HR 0001541625-26-000003 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 154,392 shares
    Change vs previous 13F +78,643 shares

    0.15% of the 13F portfolio, value $9,460,807.

    13F-HR 0001541625-26-000002 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 75,749 shares
    Change vs previous 13F +40,005 shares

    0.06% of the 13F portfolio, value $3,387,625.

    13F-HR 0001541625-26-000001 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 35,744 shares
    Change vs previous 13F -8,323 shares

    0.05% of the 13F portfolio, value $3,195,575.

    13F-HR 0001541625-25-000005 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 44,067 shares
    Change vs previous 13F -12,895 shares

    0.07% of the 13F portfolio, value $3,739,552.

    13F-HR 0001085146-25-004598 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 56,962 shares
    Change vs previous 13F +4,452 shares

    0.12% of the 13F portfolio, value $5,325,482.

    13F-HR 0001085146-25-003246 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 52,510 shares
    Change vs previous 13F +429 shares

    0.1% of the 13F portfolio, value $4,500,171.

    13F-HR 0001085146-25-001240 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 52,081 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,575,051.

    13F-HR 0001085146-24-005424 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).